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AJ Wealth Strategies’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

AJ Wealth Strategies’s Portfolio FLRN Stock Details FLRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-717,253
Closed -$22M – 182
2019
Q4 		$22M Buy
+717,253
New +$22M 2.58% 12

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AJ Wealth Strategies's FLRN Position: Q1 2020 in Review

AJ Wealth Strategies sold out of State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) in Q1 2020, closing a stake of 717,253 shares — an estimated $22M sold.

AJ Wealth Strategies first reported a position in FLRN in Q4 2019 and held it in 1 quarter. The position peaked at $22M in Q4 2019. 283 funds tracked by Wall St. Rank hold FLRN as of Q1 2020.

  • AJ Wealth Strategies reported no remaining State Street SPDR Bloomberg Investment Grade Floating Rate ETF position as of Q1 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 717,253 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q1 2020, an estimated $22M.
  • AJ Wealth Strategies first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q4 2019 and held it in 1 quarter.
  • AJ Wealth Strategies's State Street SPDR Bloomberg Investment Grade Floating Rate ETF position peaked at $22M in Q4 2019.
  • 283 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q1 2020.

Based on AJ Wealth Strategies's 13F filing for Q1 2020, filed 15 May 2020.